PREMIUM
Ultimate Stocks Portfolio: changes for 2025
Our portfolio of high quality companies delivered another strong performance in 2024 with the annualised return since inception of just under 20%. We've decided to make some changes for 2025, bringing in some new names and taking profits on our big outperformer.
You can download the full list of all our Ultimate Stocks Portfolio from the portfolio page here, while information on all our portfolios can be found on the main portfolio page here.
Our Podcasts, available from the link here, include discussion of many of our Ultimate Stocks.
Client portfolios managed by our associates Fundamental Asset Management hold shares in companies featured here.
Onto our assessment of performance in…
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